{"id":20566,"date":"2026-01-30T09:37:54","date_gmt":"2026-01-30T02:37:54","guid":{"rendered":"https:\/\/masanhightechmaterials.com\/?p=20566"},"modified":"2026-03-29T22:54:23","modified_gmt":"2026-03-29T15:54:23","slug":"gia-vonfram-tang-vot-len-muc-ky-luc-mot-doanh-nghiep-viet-nam-dang-om-mo-lon-thu-hai-the-gioi-ngoai-trung-quoc-co-phieu-tang-48-tu-dau-nam","status":"publish","type":"post","link":"https:\/\/masanhightechmaterials.com\/vi\/gia-vonfram-tang-vot-len-muc-ky-luc-mot-doanh-nghiep-viet-nam-dang-om-mo-lon-thu-hai-the-gioi-ngoai-trung-quoc-co-phieu-tang-48-tu-dau-nam\/","title":{"rendered":"Gi\u00e1 vonfram t\u0103ng v\u1ecdt l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c, m\u1ed9t doanh nghi\u1ec7p Vi\u1ec7t Nam \u0111ang “\u00f4m” m\u1ecf l\u1edbn th\u1ee9 hai th\u1ebf gi\u1edbi ngo\u00e0i Trung Qu\u1ed1c, c\u1ed5 phi\u1ebfu t\u0103ng 48% t\u1eeb \u0111\u1ea7u n\u0103m"},"content":{"rendered":"\n

Theo Reuter, gi\u00e1 vonfram \u0111\u00e3 t\u0103ng v\u1ecdt l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c trong th\u00e1ng 1, do ngu\u1ed3n cung th\u1eaft ch\u1eb7t, c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c v\u00e0 nhu c\u1ea7u c\u00f4ng nghi\u1ec7p, khi\u1ebfn ng\u01b0\u1eddi ti\u00eau d\u00f9ng ph\u1ea3i tranh gi\u00e0nh ngu\u1ed3n cung trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng v\u1ed1n \u0111\u00e3 khan hi\u1ebfm.<\/em><\/p>\n\n\n

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Phi\u00ean giao d\u1ecbch ng\u00e0y 29\/1, c\u1ed5 phi\u1ebfu MSR c\u1ee7a\u00a0C\u00f4ng ty c\u1ed5 ph\u1ea7n Masan High-Tech Materials \u0111\u00e3 t\u0103ng tr\u1ea7n (14,8%) \u0111\u00f3ng c\u1eeda \u1edf m\u1ee9c gi\u00e1 36.400 \u0111\u1ed3ng\/cp. T\u00ednh t\u1eeb \u0111\u1ea7u n\u0103m 2026 \u0111\u1ebfn nay, c\u1ed5 phi\u1ebfu MSR \u0111\u00e3 t\u0103ng g\u1ea7n 48%.<\/p>\n\n\n

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C\u1ed5 phi\u1ebfu MSR c\u00f3 \u0111\u00e0 t\u0103ng t\u1ed1t trong b\u1ed1i c\u1ea3nh gi\u00e1 vonfram \u0111ang t\u0103ng cao.\ufeff<\/p>\n\n\n\n

Theo Reuter, gi\u00e1 vonfram \u0111\u00e3 t\u0103ng v\u1ecdt l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c trong th\u00e1ng 1, do ngu\u1ed3n cung th\u1eaft ch\u1eb7t, c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c v\u00e0 nhu c\u1ea7u c\u00f4ng nghi\u1ec7p, khi\u1ebfn ng\u01b0\u1eddi ti\u00eau d\u00f9ng ph\u1ea3i tranh gi\u00e0nh ngu\u1ed3n cung trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng v\u1ed1n \u0111\u00e3 khan hi\u1ebfm.<\/p>\n\n\n\n

Theo c\u00e1c nh\u00e0 giao d\u1ecbch, gi\u00e1 amoni paratungstat, nguy\u00ean li\u1ec7u d\u00f9ng \u0111\u1ec3 s\u1ea3n xu\u1ea5t vonfram, \u0111ang \u0111\u01b0\u1ee3c giao d\u1ecbch \u1edf m\u1ee9c 1.125 – 1.150 USD M\u1ef9\/t\u1ea5n \u0111\u01a1n v\u1ecb (mtu) t\u1ea1i Trung Qu\u1ed1c, m\u1ee9c cao k\u1ef7 l\u1ee5c. Gi\u00e1 t\u1ea1i Rotterdam \u0111\u1ea1t m\u1ee9c cao nh\u1ea5t m\u1ecdi th\u1eddi \u0111\u1ea1i, kho\u1ea3ng 1.100 USD M\u1ef9. Nhi\u1ec1u ng\u01b0\u1eddi d\u1ef1 \u0111o\u00e1n gi\u00e1 s\u1ebd c\u00f2n t\u0103ng cao h\u01a1n n\u1eefa trong nh\u1eefng tu\u1ea7n t\u1edbi.<\/p>\n\n\n

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“C\u00f3 r\u1ea5t nhi\u1ec1u l\u00fd do khi\u1ebfn gi\u00e1 vonfram t\u0103ng – th\u1ecb tr\u01b0\u1eddng \u0111ang khan hi\u1ebfm, nhu c\u1ea7u cao t\u1eeb l\u0129nh v\u1ef1c qu\u1ed1c ph\u00f2ng, h\u00e0ng kh\u00f4ng v\u0169 tr\u1ee5, c\u00f4ng nghi\u1ec7p v\u00e0 kh\u00ed \u0111\u1ed1t,…, v\u1ea5n \u0111\u1ec1 v\u1ec1 ngu\u1ed3n cung (ch\u1ea5t l\u01b0\u1ee3ng qu\u1eb7ng th\u1ea5p h\u01a1n v\u00e0 c\u00e1c v\u1ea5n \u0111\u1ec1 kh\u00e1c) v\u00e0 tr\u00ean h\u1ebft, c\u00f2n c\u00f3 v\u1ea5n \u0111\u1ec1 li\u00ean quan \u0111\u1ebfn xu\u1ea5t kh\u1ea9u t\u1eeb Trung Qu\u1ed1c,” m\u1ed9t nh\u00e0 giao d\u1ecbch c\u00f3 tr\u1ee5 s\u1edf t\u1ea1i London cho bi\u1ebft trong m\u1ed9t email g\u1eedi t\u1edbi Reuters.\ufeff<\/p>\n\n\n\n

Trung Qu\u1ed1c, qu\u1ed1c gia th\u1ed1ng tr\u1ecb ng\u00e0nh khai th\u00e1c v\u00e0 ch\u1ebf bi\u1ebfn vonfram to\u00e0n c\u1ea7u, \u0111\u00e3 c\u00f4ng b\u1ed1 c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u v\u00e0o th\u00e1ng 2\/2025, y\u00eau c\u1ea7u c\u00e1c nh\u00e0 xu\u1ea5t kh\u1ea9u ph\u1ea3i xin gi\u1ea5y ph\u00e9p c\u1ee7a ch\u00ednh ph\u1ee7 tr\u01b0\u1edbc khi v\u1eadn chuy\u1ec3n nguy\u00ean li\u1ec7u c\u1ee7a h\u1ecd.<\/p>\n\n\n\n

Th\u00e1ng tr\u01b0\u1edbc, B\u1eafc Kinh \u0111\u00e3 c\u00f4ng b\u1ed1 danh s\u00e1ch 15 c\u00f4ng ty \u0111\u01b0\u1ee3c ph\u00e9p xu\u1ea5t kh\u1ea9u vonfram, m\u1ed9t \u0111\u1ed9ng th\u00e1i c\u00f3 th\u1ec3 t\u1eadp trung h\u00f3a quy\u1ec1n ki\u1ec3m so\u00e1t v\u00e0 h\u1ea1n ch\u1ebf l\u01b0\u1ee3ng v\u1eadt li\u1ec7u c\u00f3 s\u1eb5n cho ng\u01b0\u1eddi mua n\u01b0\u1edbc ngo\u00e0i.<\/p>\n\n\n\n

“Kh\u1ed1i l\u01b0\u1ee3ng xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c \u0111\u00e3 gi\u1ea3m g\u1ea7n 40% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m ngo\u00e1i k\u1ec3 t\u1eeb khi c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t \u0111\u01b0\u1ee3c th\u1ef1c hi\u1ec7n,” \u00f4ng William Parry-Jones, ng\u01b0\u1eddi s\u00e1ng l\u1eadp Wolfram Advisory v\u00e0 l\u00e0 chuy\u00ean gia v\u1ec1 ph\u00e2n t\u00edch th\u1ecb tr\u01b0\u1eddng vonfram v\u00e0 chi\u1ebfn l\u01b0\u1ee3c chu\u1ed7i cung \u1ee9ng v\u1eadt li\u1ec7u quan tr\u1ecdng, cho bi\u1ebft.<\/p>\n\n\n\n

Theo Reuters, t\u00ecnh tr\u1ea1ng khan hi\u1ebfm ngu\u1ed3n cung to\u00e0n c\u1ea7u c\u00e0ng gia t\u0103ng sau khi c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t m\u1edbi c\u1ee7a Trung Qu\u1ed1c \u0111\u1ed1i v\u1edbi v\u1eadt li\u1ec7u l\u01b0\u1ee1ng d\u1ee5ng nh\u1eadp kh\u1ea9u v\u00e0o Nh\u1eadt B\u1ea3n c\u00f3 hi\u1ec7u l\u1ef1c trong th\u00e1ng n\u00e0y. Nh\u1eadt B\u1ea3n l\u00e0 m\u1ed9t trong nh\u1eefng n\u01b0\u1edbc nh\u1eadp kh\u1ea9u vonfram l\u1edbn nh\u1ea5t t\u1eeb \u200b\u200bTrung Qu\u1ed1c.\ufeff<\/p>\n\n\n\n

Gi\u00e1 vonfram t\u0103ng cao, gi\u00fap Masan High-Tech Materials h\u01b0\u1edfng l\u1ee3i. Doanh nghi\u1ec7p n\u00e0y hi\u1ec7n \u0111ang v\u1eadn h\u00e0nh m\u1ecf N\u00fai Ph\u00e1o. Trang th\u00f4ng tin \u0111i\u1ec7n t\u1eed huy\u1ec7n \u0110\u1ea1i T\u1eeb, t\u1ec9nh Th\u00e1i Nguy\u00ean cho bi\u1ebft, s\u1ea3n l\u01b0\u1ee3ng vonfram t\u1eeb m\u1ecf N\u00fai Ph\u00e1o \u1edf Th\u00e1i Nguy\u00ean chi\u1ebfm kho\u1ea3ng 33% s\u1ea3n l\u01b0\u1ee3ng kho b\u00e1u vonfram to\u00e0n c\u1ea7u n\u1ebfu kh\u00f4ng t\u00ednh ngu\u1ed3n cung t\u1eeb Trung Qu\u1ed1c, c\u00f3 quy m\u00f4 l\u1edbn th\u1ee9 2 th\u1ebf gi\u1edbi. \u0110\u00e2y l\u00e0 m\u1ed9t trong nh\u1eefng m\u1ecf c\u00f3 tr\u1eef l\u01b0\u1ee3ng kho b\u00e1u vonfram \u0111\u00e3 \u0111\u01b0\u1ee3c nh\u1eadn di\u1ec7n l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi \u1edf ngo\u00e0i Trung Qu\u1ed1c.\ufeff<\/p>\n\n\n\n

V\u1ec1 k\u1ebft qu\u1ea3 kinh doanh, trong n\u0103m 2025, Masan High-Tech Materials \u0111\u1ea1t doanh thu 7.443 t\u1ef7 \u0111\u1ed3ng, gi\u1ea3m 48% so v\u1edbi m\u1ee9c 14,336 t\u1ef7 \u0111\u1ed3ng trong n\u0103m 2024, ch\u1ee7 y\u1ebfu do lo\u1ea1i tr\u1eeb 8.934 t\u1ef7 \u0111\u1ed3ng doanh thu t\u1eeb HCS sau khi lo\u1ea1i kh\u1ecfi b\u00e1o c\u00e1o t\u00e0i ch\u00ednh h\u1ee3p nh\u1ea5t. Doanh thu t\u0103ng 1.166 t\u1ef7 \u0111\u1ed3ng tr\u00ean c\u01a1 s\u1edf so s\u00e1nh t\u01b0\u01a1ng \u0111\u01b0\u01a1ng (kh\u00f4ng bao g\u1ed3m HCS).<\/p>\n\n\n\n

Doanh thu Vonfram \u0111\u1ea1t 4.458 t\u1ef7 \u0111\u1ed3ng trong n\u0103m t\u00e0i ch\u00ednh 2025, t\u0103ng 33% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. Doanh thu Florit t\u0103ng 7%, \u0111\u1ea1t 1.432 t\u1ef7 \u0111\u1ed3ng, nh\u1edd gi\u00e1 b\u00e1n cao h\u01a1n, trong khi doanh thu \u0110\u1ed3ng \u0111\u1ea1t 1.304 t\u1ef7 \u0111\u1ed3ng, ph\u1ea3n \u00e1nh s\u1ea3n l\u01b0\u1ee3ng b\u00e1n h\u00e0ng \u1ed5n \u0111\u1ecbnh t\u1ea1i th\u1ecb tr\u01b0\u1eddng n\u1ed9i \u0111\u1ecba. MSR c\u0169ng ghi nh\u1eadn doanh thu 63 t\u1ef7 \u0111\u1ed3ng t\u1eeb s\u1ea3n ph\u1ea9m xi m\u0103ng Bismut trong qu\u00fd 4\/2025 sau khi k\u00fd k\u1ebft th\u1ecfa thu\u1eadn v\u1edbi m\u1ed9t kh\u00e1ch h\u00e0ng chi\u1ebfn l\u01b0\u1ee3c.<\/p>\n\n\n

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N\u0103m 2025, gi\u00e1 ch\u00e0o b\u00e1n APT Cao trung b\u00ecnh \u1edf m\u1ee9c 518 USD\/mtu, t\u0103ng 52% so v\u1edbi m\u1ee9c 340 USD\/mtu c\u1ee7a n\u0103m t\u00e0i ch\u00ednh 2024. T\u00ednh \u0111\u1ebfn ng\u00e0y 31\/12\/2025, gi\u00e1 b\u00e1n APT t\u0103ng v\u1ecdt l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c 900 USD\/mtu.<\/p>\n\n\n\n

MSR ghi nh\u1eadn l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t 222 t\u1ef7 \u0111\u1ed3ng trong qu\u00fd 4\/2025 – m\u1ee9c l\u1ee3i nhu\u1eadn theo qu\u00fd cao nh\u1ea5t k\u1ec3 t\u1eeb n\u0103m 2022 \u0111\u1ebfn nay, v\u00e0 \u0111\u1ea1t l\u1ee3i nhu\u1eadn 11 t\u1ef7 \u0111\u1ed3ng cho c\u1ea3 n\u0103m t\u00e0i ch\u00ednh 2025.<\/p>\n\n\n\n

Tr\u00ean c\u01a1 s\u1edf ch\u1ec9 b\u00e1o, v\u00e0 ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c ph\u00ea duy\u1ec7t n\u1ed9i b\u1ed9 theo th\u00f4ng l\u1ec7 v\u00e0 s\u1ef1 thay \u0111\u1ed5i, MSR k\u1ef3 v\u1ecdng \u0111\u1ea1t doanh thu t\u1eeb 11.900 t\u1ef7 \u0111\u1ed3ng \u0111\u1ebfn 12.500 t\u1ef7 \u0111\u1ed3ng v\u00e0 l\u1ee3i nhu\u1eadn sau thu\u1ebf \u0111\u1ea1t t\u1eeb 50 t\u1ef7 \u0111\u1ed3ng \u0111\u1ebfn 300 t\u1ef7 \u0111\u1ed3ng trong n\u0103m 2026.<\/p>\n\n\n\n

K\u1ebf ho\u1ea1ch ng\u00e2n s\u00e1ch s\u01a1 b\u1ed9 n\u00e0y ph\u1ea3n \u00e1nh m\u1ee9c gi\u00e1 vonfram APT trong n\u1eeda cu\u1ed1i n\u0103m 2025. N\u1ebfu th\u1ecb tr\u01b0\u1eddng vonfram n\u0103m 2026 ti\u1ebfp t\u1ee5c duy tr\u00ec \u1edf m\u1ee9c gi\u00e1 t\u1eeb 1.080 USD\/mtu \u0111\u1ebfn 1.325 USD\/mtu \u2013 m\u1ee9c cao k\u1ef7 l\u1ee5c trong l\u1ecbch s\u1eed trong su\u1ed1t c\u1ea3 n\u0103m, MSR k\u1ef3 v\u1ecdng k\u1ebft qu\u1ea3 t\u00e0i ch\u00ednh th\u1ef1c t\u1ebf n\u0103m 2026 s\u1ebd c\u00f3 s\u1ef1 t\u0103ng tr\u01b0\u1edfng \u0111\u00e1ng k\u1ec3 so v\u1edbi d\u1ef1 b\u00e1o.<\/p>\n\n\n\n

Ngu\u1ed3n: CafeF<\/a><\/em><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Theo Reuter, gi\u00e1 vonfram \u0111\u00e3 t\u0103ng v\u1ecdt l\u00ean m\u1ee9c cao k\u1ef7 l\u1ee5c trong th\u00e1ng 1, do ngu\u1ed3n cung th\u1eaft ch\u1eb7t, c\u00e1c bi\u1ec7n ph\u00e1p ki\u1ec3m so\u00e1t xu\u1ea5t kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c v\u00e0 nhu c\u1ea7u c\u00f4ng nghi\u1ec7p, khi\u1ebfn ng\u01b0\u1eddi ti\u00eau d\u00f9ng ph\u1ea3i tranh gi\u00e0nh ngu\u1ed3n cung trong m\u1ed9t th\u1ecb tr\u01b0\u1eddng v\u1ed1n \u0111\u00e3 khan hi\u1ebfm. Phi\u00ean giao d\u1ecbch […]<\/p>\n","protected":false},"author":37,"featured_media":19643,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[2],"tags":[904,933,1001,1118,1154,1195,1196,373,883,154],"class_list":["post-20566","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-vi","tag-msr","tag-masan-2","tag-mo-vonfram-2","tag-khoang-san-chien-luoc","tag-khai-khoang-viet-nam","tag-co-phieu-msr","tag-upcom","tag-vonfram-2","tag-nui-phao-4","tag-khai-khoang-thai-nguyen"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/masanhightechmaterials.com\/wp-content\/uploads\/2025\/11\/Toan-canh-nha-may-Nui-Phao-scaled.jpg","_links":{"self":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/20566","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/comments?post=20566"}],"version-history":[{"count":5,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/20566\/revisions"}],"predecessor-version":[{"id":20577,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/posts\/20566\/revisions\/20577"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media\/19643"}],"wp:attachment":[{"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/media?parent=20566"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/categories?post=20566"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masanhightechmaterials.com\/vi\/wp-json\/wp\/v2\/tags?post=20566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}